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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

432 hedge funds and large institutions have $8.27B invested in SPDR Portfolio S&P 500 Value ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 207 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+49
Holders Change %
+12.79%
% of All Funds
7.61%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.2%
New
80
Increased
207
Reduced
106
Closed
27
Calls
$5.82M
Puts
$799K
Net Calls
+$5.02M
Net Calls Change
+$4.95M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.8B
2
HC
Hamilton Capital
Ohio
$472M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
4
Franklin Resources
Franklin Resources
California
$278M
5
SW
SVB Wealth
Massachusetts
$133M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$257M
2
SS
Simplicity Solutions
Minnesota
$2.21M
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
Stifel Financial
Stifel Financial
Missouri
$101M
5
AO
Advisor OS
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$839K +$248K +6,543 +42%
Citadel Advisors
252
Citadel Advisors
Florida
$838K -$154K -4,063 -16%
CFGS
253
Concourse Financial Group Securities
Alabama
$786K +$16.5K +435 +2%
WP
254
WealthPLAN Partners
Nebraska
$780K +$123K +3,090 +19%
SWA
255
Stratos Wealth Advisors
Ohio
$756K -$587K -15,471 -44%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$740K +$225K +5,947 +44%
22CM
257
20/20 Capital Management
California
$709K -$341 -9 -0%
LJAC
258
L.J. Altfest & Co
New York
$707K -$136K -3,601 -16%
WPW
259
Waldron Private Wealth
Pennsylvania
$706K – – –
FNBOO
260
First National Bank of Omaha
Nebraska
$698K +$66.1K +1,744 +10%
SCA
261
Snowden Capital Advisors
New York
$686K +$110K +2,902 +19%
ISWM
262
Independent Solutions Wealth Management
New York
$681K -$169K -4,465 -20%
IB
263
Intrust Bank
Kansas
$679K -$1.82M -47,949 -73%
PWM
264
Perigon Wealth Management
California
$675K +$34K +896 +5%
RFA
265
Reilly Financial Advisors
California
$655K -$157K -4,144 -19%
SWM
266
SigFig Wealth Management
California
$650K +$650K +17,152 New
MIAS
267
Mason Investment Advisory Services
Virginia
$620K – – –
DA
268
Detalus Advisors
Missouri
$616K -$45.7K -1,205 -7%
KM
269
Kalos Management
Georgia
$605K +$10.6K +266 +2%
Bank of New York Mellon
270
Bank of New York Mellon
New York
$603K -$111K -2,935 -16%
RFC
271
Regions Financial Corp
Alabama
$591K – – –
MAM
272
Meeder Asset Management
Ohio
$590K -$45K -1,189 -7%
MAWCM
273
Mine & Arao Wealth Creation & Management
California
$589K +$1.74K +46 +0.3%
LNC
274
Lincoln National Corp
Pennsylvania
$587K – – –
DAS
275
Dynamic Advisor Solutions
Arizona
$586K +$586K +15,461 New
9 10
11
12 13